2023-06-07T16:00:41-04:00 2023-04-30 650691589 WAXMAN & WAXMAN PA PO BOX 16747 PLANTATION FL 33318 990PF 2022-05-01 043663738 DONALD D ROGERS FOUNDATION INC DONA 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 MAYER GUTTMAN DIRECTOR 4103210600 2023-06-07 true MAYER GUTTMAN XXX-XX-XXXX false MICHAEL WAXMAN P01348367 9544394495 2023-06-07 2022 2023-04-26 12:10:37Z X 2202320 X X 1418 1418 50329 50329 20712 409377 20712 72459 72459 5000 2500 3821 1910 4150 2075 2526 20724 10362 36221 16847 0 130500 130500 166721 16847 130500 -94262 55612 1347 1347 135580 101952 101952 79016 1373641 1390676 2099021 1588237 1493975 2202320 0 X 1588237 1493975 1588237 1493975 1588237 1493975 1588237 -94262 1493975 1493975 40 SH AAPL P 2014-01-07 2022-09-19 6155 772 5383 5383 90 SH SBUX P 2020-03-05 2023-01-17 9626 6907 2719 2719 170 SH AAPL P 2014-01-02 2022-09-19 26158 3363 22795 22795 6,944.444 FBKWX P 2022-01-26 2022-05-11 68888 76452 -7564 -7564 7080.416 FBKWX P 2021-05-01 2022-05-11 70238 77948 -7710 -7710 6235.263 FIKQX P 2022-05-01 2022-05-10 46764 55000 -8236 -8236 360 SH NEE P 2018-12-14 2022-09-19 31125 16286 14839 14839 400 PFF P 2021-11-23 2022-08-11 13964 15422 -1458 -1458 1220 PFF P 2021-03-17 2022-08-11 42591 46494 -3903 -3903 490 SH SHYG P 2022-01-28 2022-11-21 20164 21851 -1687 -1687 500 SH SHYG P 2018-10-19 2022-11-21 20575 23229 -2654 -2654 45 SH SHYG P 2018-10-18 2022-11-21 1852 2091 -239 -239 85 SH SHYG P 2018-01-30 2022-11-21 3498 4015 -517 -517 577 SH SHYG P 2017-10-20 2022-11-21 23744 27552 -3808 -3808 45 SH HD P 2017-12-15 2023-01-19 14093 8238 5855 5855 90 SH MRK P 2011-06-22 2023-01-17 9942 3045 6897 6897 20712 -18945 773 773 773 1300 1300 527 527 false false false false false false true true MD true false false false false true NONE MAYER GUTTMAN 4103210600 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 false false false false false false false false false false false false false false false false false false false false MAYER GUTTMAN 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 DIRECTOR 000.00 2500 0 0 MICHAEL WAXMAN 7920 NW 3RD PLACE PLANTATION FL 33324 DIRECTOR 000.00 2500 0 0 NONE NONE N/A 1996450 116130 26280 2138860 2138860 32083 2106777 105339 105339 773 773 104566 104566 104566 130500 130500 104566 2542 16551 2760 23959 563 46375 130500 104566 25934 72309 0 2542 69767 16551 2760 23959 563 25934 X AGUDATH OF ISRAEL OF BALTIMORE 6200 PARK HEIGHTS AVENUE BALTIMORE MD 21215 NONE EXEMPT CHARITABLE 20000 BAIS MEDRASH GEVOHA 617 6TH STREET LAKEWOOD NJ 08701 NONE EXEMPT CHARITABLE 13000 BAIS YAAKOV OF BALTIMORE 6300 SMITH AVENUE BALTIMORE MD 21209 NONE EXEMPT CHARITABLE 2000 BROWARD HEALTH FOUNDATION 1201 S ANDREWS AVE FT LAUDERDALE FL 33316 NONE EXEMPT CHARITABLE 2500 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVENUE FT LAUDERDALE FL 33312 NONE EXEMPT CHARITABLE 2500 CAMP YESHIVA OF STATEN ISLAND 118 BLOOMINGDALE ROAD STATEN ISLAND NY 10309 NONE EXEMPT CHARITABLE 20000 CHALLENGE AIR FOR KIDS & FRIENDS 8008 CEDAR SPRINGS ROAD DALLAS TX 75235 NONE EXEMPT CHARITABLE 2500 CONGREGATIOM ZICHRON BINYAMIN 701 PRINCETON AVENUE LAKEWOOD NJ 08701 NONE EXEMPT CHARITABLE 23500 CPS CARES 205 EAST ORANGE STREET LAKELAND FL 33801 NONE EXEMPT CHARITABLE 2500 DIGITAL READY 22 ORCHARD STREET JAMAICA PLAIN MA 02139 NONE EXEMPT CHARITABLE 2500 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST 12TH FL NEW YORK NY 10168 NONE EXEMPT CHARITABLE 5000 ROHR BAIS CHAYA 8100 N UNIVERSITY DRIVE TAMARAC FL 33321 NONE EXEMPT CHARITABLE 5000 SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE DANVERS MA 01923 NONE EXEMPT CHARITABLE 2500 TEMPLE BETH EL OF BOCA RATON 333 SOUTHWEST 4TH AVENUE BOCA RATON FL 33432 NONE EXEMPT CHARITABLE 7500 TORAH INSTITUTE 35 ROSEWOOD LANE OWING MILLS MD 21117 NONE EXEMPT CHARITABLE 2000 USA CARES 11760 COMMONWEALTH DRIVE LOUISVILLE KY 40299 NONE EXEMPT CHARITABLE 5000 WORKING DOGS FOR VETS 3138 BUFFALO ROAD LAWRENCEBURG TN 38464 NONE EXEMPT CHARITABLE 2500 YESHIVA DARCHEI TORAH 257 BEACH 17TH STREET QUEENS NY 11691 NONE EXEMPT CHARITABLE 10000 130500 1418 50329 20712 72459 72459 false false false false false false false false false false WAXMAN & WAXMAN - TAX PREP 4150 2075 ALPHABET 46163 86576 APPLE 9438 74659 BERKSHIRE HATHAWAY CL B 35435 88708 CISCO SYSTEMS 35461 53156 COMCAST 58793 51713 DISCOVER 32648 51735 FIDELITY ADVISOR INV GRADEBOND FIDELITY ADVISOR TOTAL BOND FIDELITY FLOATING RATE HIGH INC 20000 20335 FIDELITY HIGH YIELD FACTOR ETF 16480 17173 FIRST TR EXCH TRD FD III INSTL PFD 52783 51906 HOME DEPOT 62624 78140 ISHARES SELECT DIV FD DVY 46443 70554 ISHARES CORE S&P SMALL-CAP IJR 44869 56400 ISHARES TR 0-5 YR HIGH YIELD SHYG ISHARES TR PFD AND INC FD PFF ISHARES TRUST 1-3 YEAR TREAS BD 38978 39036 JOHNSON & JOHNSON 30925 52384 JPMORGAN CHASE 39287 69120 LORD ABBETT SHORT DURATION INC 116500 115710 LORD ABBETT ULTRA SHORT BOND 39575 39696 LORD ABBETT SHORT DURATION HIGH YLD 39675 39675 MCDONALDS 42687 69501 MEDTRONIC 28986 29559 MERCK 18920 44456 MICROSOFT 21092 107541 NEXTERA ENERGY 27144 45978 PEPSICO 25118 49631 PFIZER 24696 53085 PNC 46899 49495 INVESCO QQQ TR UNIT SER 1 61680 129024 PROCTOR & GAMBLE 26651 54733 STARBUCKS 51278 73717 UNITED HEALTH 61110 81195 UNITED PARCEL 41799 69227 VERIZON 45746 47761 VISA 47533 58183 WALMART 53260 79259 LEVIN & GANN - LEGAL FEES 3821 1910 EXPENSES INV'T ADVISORY FEES - FIDELIT 10038 5019 INV'T ADVISORY FEES - FIDELIT 10686 5343 CAMP YESHIVA STATEN ISLAND-FINAL IRS PAYMENTS-NET OF 35 REFUND 2526